New York Residents... Please complete this form for Immediate Income Annuity Quotes for New York.

The selection of Immediate Income Annuities in NY State is almost as good as nationwide. It just depends on which Insurance Company has the Highest Payout at any moment in time. It is the Deferred Annuity market that is limited and the Fixed Index Annuity market that is almost non-existent. We will get you the Best Payout on an Immediate Income Annuity that is available to be had in NY State. You must however agree to work with the Highly Experienced (21 Years) Credentialed Professional (ChFC) you will be introduced to.

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With this ONE REQUEST FORM and only after you speak / agree to work with the Expert will we Quote All of the Leading Insurance Companies on the Market providing Immediate Income Annuities (Rated A- through A++ by A.M. Best: A Financial Ratings Company Specializing in the Insurance Industry). Then we Provide you with the Highest 20+ Specific Quotes for each Payout Option you select out of this Larger Universe of companies quoted (40+ in number).

This is the LAST Request Form you need to Complete! We will get you the Best Deal on the Market!

We work with Consumers ONLY (Those that Actually make the purchse)! and... Yes, this Independent Professional has New York Life and all of the leading companies in this market.

Immediate Income Annuity DESIGN:

Immediate Income Annuity Payout Options:

{Please Select the Options You Want Quoted}

Single Life Options: Payments on your Life and Guaranteed for as long as you live. Payment Ends at your death for Life Only. Life with X Years Certain adds a guarantee to payments and the remaining payments will be paid to named beneficiaries should you die shortly after purchase. Life with Installment Refund pays for as long as you live and if you die prior to recovering your initial investment: payments will continue to your beneficiaries as scheduled until this recovery occurs.

Life Only

Life with 5 Years Certain

Life with 10 Years Certain

Life with 15 Years Certain

Life with 20 Years Certain

Life with Installment Refund

Joint and Survivor Life Options: Payments are Guaranteed for as long as you and your spouse live. Payments end at Second Death. Guarantees are similar to the single Life options described above. You may also choose an option with a reduction in payments at the first death.

Joint & Survivor Life

Joint & Survivor Life with 5 Years Certain

Joint & Survivor Life with 10 Years Certain

Joint & Survivor Life with 15 Years Certain

Joint & Survivor Life with 20 Years Certain

Joint & Survivor Life with Installment Refund

Joint & 75% Survivor Life (At the first death payment reduces for the survivor.)

Joint & 66.67% Survivor Life

Joint & 50% Survivor Life

Options NOT based on Life: Payments Guaranteed for a Certain Period of Time. Zero Dollars remains at end of this period. If needed ask and we can quote any year between 5 and 40 years.

5 Year Period Certain

10 Year Period Certain

13 Year Period Certain

15 Year Period Certain

18 Year Period Certain

20 Year Period Certain

25 Year Period Certain

30 Year Period Certain

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Now that you selected a Payout option: You need to tells us the key's to determining what amount these payouts will be:

Enter Either: The Amount / Lump-Sum you will Deposit - Up to $2.50 Million (Higher Amounts must Call) and Monthly Payments Starting in 30 Days will be Quoted.

OR:

The Monthly Income you want to Receive and the Amount/Lump-Sum Required to obtain this Income will be Quoted. Then Enter -0- in Lump-Sum.

Enter Amount / Lump-Sum: $

OR:

Enter Monthly Income you want to Receive: $

PLUS the

Total Value of Your Entire Portfolio: $

*

Please Select the ONE that best describes the Primary Source of Funds for this Income Annuity:

Non-Qualified:

OR:

Qualified (Pre Tax Funds):

Annuitant Personal Information:

Name (Skip if same as contact person):

Gender:

Date of Birth: (mm/dd/year):

*

State of Residence:

*

Spouse Information:

Spouse Name:

Spouse Gender

Spouse Date of Birth (mm/dd/year):

*Other Details:

Please Explain your Objectives in more Detail and Provide any other information you think I should know in order to show you the very best and most accurate Immediate Income Annuity Quotes on the market:

Objectives and More Detail:

________________________________

Contact Information:

First Name:

*

Middle Initial:

Last Name:

*

Email Address:

*

Re-Enter Email Address:

*

DayTime Phone#:

*

Home Phone #:

*

Address:

*

City:

*

State:

*

Zip Code:

*

Best Times to Call me:

* When Do You Intend to Buy this Immediate Annuity?

Please give your very best estimate as we will quote your age at the expected time of your purchase.

Call me NOW... I am Ready to BUY the Highest Payout Available ASAP!

Right Now (Within 10 Day's)

Immediately (Within 3 Weeks)

Immediately (Within 4 weeks)

In 1 to 2 Months

In 3 to 4 Months

In 5 to 7 Months

In 8 Months to 1 Year

Longer than 1 Year

Longer than 3 Years

Important Information:

Where Do You INTEND to BUY this Immediate Income Annuity?

MOVE from HERE to Select the TRUE Choice...OR...We Will NOT Respond!!!

I just want a monthly payout example from One Company... NOT a Company Name (NOT the Highest Payout).

I am already a Client of this Service.

I want to meet Face to Face with an Agent or Broker or Advisor.

I prefer to Buy Directly (Over Phone & via FedEX) NO Face to Face Meeting. Contact me so we can start the Quote process.

I Just want to TALK to you about the best Options for Safe Income... Call me.

I am the Agent or Broker or Advisor.

I intend to buy through an Agent or Broker or Advisor I already know. (Then WHY isn't he/she doing this work for you? You don't trust them to be complete in their search? Do you think they are incompetent? Do you think they present only what is in their best interests to show you?)

I am a Trustee or CPA or Attorney.

All information is required in order to provide you with accurate quotes/information and detailed brochures.